Jeffrey BarlingCRD Number: 4292041
Current Firm: Aon Hewitt Financial Advisors, LLC
Jeffrey Barling (CRD# 4292041) is an Investment Advisor Representative working at Aon Hewitt Financial Advisors, LLC in Sacramento, CA and has over 18 years of experience in the finance industry.
Clarion Advisors Inc.
Adams Ashby Financial Advisors
Three Oaks Capital Management
|Hewitt Financial Services LLC||Sacramento, CA||Nov 2012 - Current||6|
|Metlife Securities Inc.||Sacramento, CA||Nov 2011 - Nov 2012||1|
|Unemployed||Vacaville, CA||Nov 2009 - Nov 2011||2|
|Citigroup Global Markets Inc.||Vacaville, CA||May 2007 - Nov 2009||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2000|
|S65||NASAA Investment Advisors Law Examination||Jan 2001|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Judgments / Liens
Total Assets Under Management26,995MILLIONS
Total Number of Accounts219,624ACCOUNTS
Average Account Value$122,916
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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